HILTOP PARTNERS, LLC
Legal name: HILLTOP WEALTH & TAX SOLUTIONS
CRD #290981 SEC #801-115255 MISHAWAKA, IN 574-889-7526
SEC Registered
Total AUM
$490.8M
Discretionary
$466M
Employees
14
Clients
101
Accounts
2,546
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $490.8M | $466M | $24.9M | 14 | 0 |
| Oct 2025 | $490.8M | $466M | $24.9M | 14 | 0 |
| Oct 2025 | $490.8M | $466M | $24.9M | 14 | 0 |
| Jul 2025 | $490.8M | $466M | $24.9M | 14 | 0 |
| Jun 2025 | $490.8M | $466M | $24.9M | 14 | 0 |
| Mar 2025 | $490.8M | $466M | $24.9M | 14 | 0 |
| Jan 2025 | $407.1M | $387.2M | $20M | 10 | 0 |
| Dec 2024 | $407.1M | $387.2M | $20M | 10 | 0 |
| Nov 2024 | $407.1M | $387.2M | $20M | 10 | 0 |
| Jul 2024 | $407.1M | $387.2M | $20M | 10 | 0 |
| Apr 2024 | $407.1M | $387.2M | $20M | 10 | 0 |
| Feb 2024 | $407.1M | $387.2M | $20M | 10 | 0 |
| Jan 2024 | $317.3M | $289.8M | $27.5M | 10 | 0 |
| Nov 2023 | $317.3M | $289.8M | $27.5M | 10 | 0 |
| Jul 2023 | $317.3M | $289.8M | $27.5M | 10 | 0 |
| Mar 2023 | $317.3M | $289.8M | $27.5M | 10 | 0 |
| Feb 2023 | $317.3M | $289.8M | $27.5M | 10 | 0 |
| Nov 2022 | $343.6M | $322.1M | $21.5M | 12 | 0 |
| Nov 2022 | $343.6M | $322.1M | $21.5M | 12 | 0 |
| Oct 2022 | $343.6M | $322.1M | $21.5M | 12 | 0 |
| Jul 2022 | $343.6M | $322.1M | $21.5M | 12 | 0 |
| Jul 2022 | $343.6M | $322.1M | $21.5M | 12 | 0 |
| Jul 2022 | $343.6M | $322.1M | $21.5M | 12 | 0 |
| May 2022 | $343.6M | $322.1M | $21.5M | 12 | 0 |
| Mar 2022 | $343.6M | $322.1M | $21.5M | 12 | 0 |
| Sep 2021 | $302M | $269.2M | $32.8M | 13 | 0 |
| Aug 2021 | $302M | $269.2M | $32.8M | 13 | 0 |
| Jun 2021 | $302M | $269.2M | $32.8M | 13 | 0 |
| Mar 2021 | $302M | $269.2M | $32.8M | 13 | 0 |
| Jan 2021 | $271.5M | $269.1M | $2.3M | 10 | 0 |
| Jan 2021 | $271.5M | $269.1M | $2.3M | 10 | 0 |
| Jan 2021 | $271.5M | $269.1M | $2.3M | 10 | 0 |
| Jun 2020 | $271.5M | $269.1M | $2.3M | 10 | 0 |
| Mar 2020 | $271.5M | $269.1M | $2.3M | 10 | 0 |
| Jan 2020 | $203.6M | $202.8M | $800K | 9 | 2 |
| Apr 2019 | $203.6M | $202.8M | $800K | 9 | 2 |
DateNov 2025
Total AUM$490.8M
Discretionary$466M
Non-Disc.$24.9M
Employees14
Clients0
DateOct 2025
Total AUM$490.8M
Discretionary$466M
Non-Disc.$24.9M
Employees14
Clients0
DateOct 2025
Total AUM$490.8M
Discretionary$466M
Non-Disc.$24.9M
Employees14
Clients0
DateJul 2025
Total AUM$490.8M
Discretionary$466M
Non-Disc.$24.9M
Employees14
Clients0
DateJun 2025
Total AUM$490.8M
Discretionary$466M
Non-Disc.$24.9M
Employees14
Clients0
DateMar 2025
Total AUM$490.8M
Discretionary$466M
Non-Disc.$24.9M
Employees14
Clients0
DateJan 2025
Total AUM$407.1M
Discretionary$387.2M
Non-Disc.$20M
Employees10
Clients0
DateDec 2024
Total AUM$407.1M
Discretionary$387.2M
Non-Disc.$20M
Employees10
Clients0
DateNov 2024
Total AUM$407.1M
Discretionary$387.2M
Non-Disc.$20M
Employees10
Clients0
DateJul 2024
Total AUM$407.1M
Discretionary$387.2M
Non-Disc.$20M
Employees10
Clients0
DateApr 2024
Total AUM$407.1M
Discretionary$387.2M
Non-Disc.$20M
Employees10
Clients0
DateFeb 2024
Total AUM$407.1M
Discretionary$387.2M
Non-Disc.$20M
Employees10
Clients0
DateJan 2024
Total AUM$317.3M
Discretionary$289.8M
Non-Disc.$27.5M
Employees10
Clients0
DateNov 2023
Total AUM$317.3M
Discretionary$289.8M
Non-Disc.$27.5M
Employees10
Clients0
DateJul 2023
Total AUM$317.3M
Discretionary$289.8M
Non-Disc.$27.5M
Employees10
Clients0
DateMar 2023
Total AUM$317.3M
Discretionary$289.8M
Non-Disc.$27.5M
Employees10
Clients0
DateFeb 2023
Total AUM$317.3M
Discretionary$289.8M
Non-Disc.$27.5M
Employees10
Clients0
DateNov 2022
Total AUM$343.6M
Discretionary$322.1M
Non-Disc.$21.5M
Employees12
Clients0
DateNov 2022
Total AUM$343.6M
Discretionary$322.1M
Non-Disc.$21.5M
Employees12
Clients0
DateOct 2022
Total AUM$343.6M
Discretionary$322.1M
Non-Disc.$21.5M
Employees12
Clients0
DateJul 2022
Total AUM$343.6M
Discretionary$322.1M
Non-Disc.$21.5M
Employees12
Clients0
DateJul 2022
Total AUM$343.6M
Discretionary$322.1M
Non-Disc.$21.5M
Employees12
Clients0
DateJul 2022
Total AUM$343.6M
Discretionary$322.1M
Non-Disc.$21.5M
Employees12
Clients0
DateMay 2022
Total AUM$343.6M
Discretionary$322.1M
Non-Disc.$21.5M
Employees12
Clients0
DateMar 2022
Total AUM$343.6M
Discretionary$322.1M
Non-Disc.$21.5M
Employees12
Clients0
DateSep 2021
Total AUM$302M
Discretionary$269.2M
Non-Disc.$32.8M
Employees13
Clients0
DateAug 2021
Total AUM$302M
Discretionary$269.2M
Non-Disc.$32.8M
Employees13
Clients0
DateJun 2021
Total AUM$302M
Discretionary$269.2M
Non-Disc.$32.8M
Employees13
Clients0
DateMar 2021
Total AUM$302M
Discretionary$269.2M
Non-Disc.$32.8M
Employees13
Clients0
DateJan 2021
Total AUM$271.5M
Discretionary$269.1M
Non-Disc.$2.3M
Employees10
Clients0
DateJan 2021
Total AUM$271.5M
Discretionary$269.1M
Non-Disc.$2.3M
Employees10
Clients0
DateJan 2021
Total AUM$271.5M
Discretionary$269.1M
Non-Disc.$2.3M
Employees10
Clients0
DateJun 2020
Total AUM$271.5M
Discretionary$269.1M
Non-Disc.$2.3M
Employees10
Clients0
DateMar 2020
Total AUM$271.5M
Discretionary$269.1M
Non-Disc.$2.3M
Employees10
Clients0
DateJan 2020
Total AUM$203.6M
Discretionary$202.8M
Non-Disc.$800K
Employees9
Clients2
DateApr 2019
Total AUM$203.6M
Discretionary$202.8M
Non-Disc.$800K
Employees9
Clients2